Crisp + Smart Task Integration
Integrate Crisp to Smart Task in one click, or tell Integrately AI how you want each conversation handled. Turn support chats into tracked tasks, assign projects, alert your team, and follow up automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Crisp Instant- Contact is updated in Crisp Instant
- Message is received in Crisp Instant
- Conversation session is updated in Crisp Instant
- Conversation custom data is updated in Crisp Instant
- Conversation status is changed in Crisp Instant
- Message is sent in Crisp Instant
- Conversation is created in Crisp Instant
Contact is created in Smart Task Instant
2.
- Create contact in Crisp
- Search contact in Crisp
- Update contact in Crisp
- Add a user event in Crisp
- Search conversation in Crisp
- Set contact custom data in Crisp
- Create task in Smart Task
- Subscribe Webhook in Smart Task
- Search Tag in Smart Task
- Search Project in Smart Task
- Search User in Smart Task
Trusted by experts at...
Ready Workflows for Crisp + Smart Task Integration
Capture support requests, create corresponding tasks, assign project owners, keep tracking sheets updated, and notify team members, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Crisp + Smart Task flow
Connect supporting tools to route support tickets into your CRM, alert teams on messaging apps, and log communication details. Pick a combination and activate it in one click.
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Slack (3)
Slack (3) +
HubSpot (2)
HubSpot (2) +
Gmail (2)
Gmail (2) +
Google Sheets (2)
Google Sheets (2) +
Calendly (2)
Calendly (2) +
Stripe (2)
Stripe (2) C
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Create a Smart Task task for every new Crisp conversation, and notify your support team instantly in Slack
New Crisp conversations create tracked tasks in Smart Task within seconds while your support channel hears about it in Slack, so nothing slips through the cracks.
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When a Crisp message is received, create a Smart Task task and alert your team in Slack
Every incoming customer message triggers a new Smart Task task and posts an alert in Slack so support agents respond immediately.
C
S
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When a Crisp conversation status changes, update the team in Slack and create a follow-up task in Smart Task
Status updates in Crisp automatically trigger task creation in Smart Task and post status notifications in Slack.
Supported triggers and actions for Crisp and Smart Task
Mix and match to build the exact automation you need
Crisp Triggers & Actions
Instant
Conversation session is updated in Crisp
Triggers the automation when a conversation session is updated
Try it → Instant
Conversation custom data is updated in Crisp
Triggers the automation when custom data is updated during a conversation
Try it → Instant
Conversation status is changed in Crisp
Triggers the automation when there is a change in the conversation status
Try it → Instant
Conversation is created in Crisp
Triggers the automation when a new conversation is created
Try it → Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
Try it → What can you automate with Crisp + Smart Task?
Streamline your customer communication and project tracking by connecting Crisp and Smart Task without writing code.
🎯
Turn every Crisp conversation into a Smart Task task
Instantly create a new task in Smart Task the moment a customer starts a conversation in Crisp. Your project board stays synchronized with active support discussions.
📝
Capture all custom conversation data
Transfer custom data fields and contact details from Crisp straight into Smart Task items. Your team gets complete context without switching platforms.
🔔
Alert your team instantly on new messages
Trigger instant team notifications whenever a new customer message is received in Crisp or when task assignments change in Smart Task.
🔀
Route tasks based on conversation status
Create different Smart Task items or assign specific team members depending on whether a Crisp conversation status changes or requires escalation.
🔄
Keep project records continuously updated
Automatically update existing Smart Task items whenever contact information or conversation session details are modified in Crisp.
🔍
Search and match existing contacts
Search for existing contacts in Smart Task before creating new records, preventing duplicate entries and keeping your database clean.
⏱️
Manage follow-up stages effortlessly
Handle support follow-ups and secondary project stages automatically as conversation sessions progress through your support pipeline.
🔗
Extend your workflow to messaging apps
Connect Slack or email tools to your Crisp and Smart Task setup to notify stakeholders and share updates across communication channels.
And much more...
Who is Crisp + Smart Task integration for?
Support managers, project coordinators, and customer success teams eliminate manual copying between chat logs and task boards to keep workflows running smoothly.
Support operations managers
Customer support leads
Client success teams
High-volume support teams
Project coordinators
Quality assurance specialists
📈
Support operations managers
You rely on accurate support metrics to evaluate team performance, but manual logging leaves your conversation reports out of date — with this integration, every new conversation record syncs to your tracking boards instantly and your metrics stay current.
⚡
Customer support leads
You need to act fast on urgent client inquiries, but messages sitting in chat inboxes mean you find out about escalations too late — with this integration, incoming messages create actionable tasks immediately and your response times stay fast.
🤝
Client success teams
You answer to external stakeholders who demand clear visibility into project progress, but disconnected chat tools make reporting tedious — with this integration, every support interaction populates your project boards and client updates become effortless.
📊
High-volume support teams
You handle hundreds of inquiries daily, but manual task creation causes backlogs that your team cannot keep up with by hand — with this integration, every customer interaction generates a tracked task automatically and your queue stays clear.
⚙️
Project coordinators
You own the execution phase of client onboarding and depend on support staff to hand over details without missing data — with this integration, contact and conversation records flow directly into your task lists and handoffs happen reliably.
📋
Quality assurance specialists
You need a reliable history of customer interactions for auditing, but manual archiving leaves frustrating gaps in your records — with this integration, every conversation and contact creates a permanent task history and your audit trails remain complete.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Crisp + Smart Task
Build and manage your Crisp + Smart Task automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Crisp + Smart Task with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Crisp + Smart Task Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Crisp to Smart Task?
You can connect Crisp to Smart Task instantly using ready workflows or by asking Integrately AI to set up your integration. With over 1,500+ apps connected including Slack, HubSpot, and Google Sheets, you can automate your support and project tracking in 1-click.
Can I automatically create a Smart Task task from a new Crisp conversation?
Can I connect Crisp, Smart Task, and Slack?
What is a good Zapier alternative for Crisp and Smart Task?
How does Crisp handle contact data during automation?
Can I assign users and search tags in Smart Task automatically?
Do I need coding skills to automate Crisp and Smart Task?
Is the Crisp and Smart Task integration free?
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